Semiconductor News & Analysis Feed
1089 articles
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial daily Sedaily, moving ahead just four months after presenting what it described as the world's first 8nm-class MRAM at an international conference.
2026-06-16
www.digitimes.com
2026-06-16
digitimes
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had...
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2026-06-16
www.techtimes.com
2026-06-16
Tech Times
By Allen Lee
Published: Jun 15 2026, 15:57 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY IMA
2026-06-16
www.tradingview.com
2026-06-16
TradingView
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Google's Samsung Talks Highlight TSMC Capacity Crunch
Google's Samsung Talks Highlight TSMC Capacity Crunch
Less than 1 min read
GOOG
+2.61%
Alphabet (GOOG, Financials) may be looking beyond Taiwan Semiconductor Manufacturing for part of its future AI chip production, and that says a lot about how tight the market has become.
Google is reportedly in talks with Samsung to make
2026-06-16
www.thurrott.com
2026-06-16
Thurrott.com
The Samsung Galaxy Book6 Series of laptops that launched earlier this year with Intel’s Core Ultra Series 3 CPUs is welcoming a new Qualcomm-powered model, the Galaxy Book6 Edge. The 16-inch laptop is powered by a Snapdragon X2 Elite chip, and it also offers 16GB of memory and 1TB of storage for $2,099.99.
The Galaxy Book6 Edge is the successor to the Galaxy Book4 Edge from 2024, which used Qualc
2026-06-16
www.gurufocus.com
2026-06-16
GuruFocus
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
AI Memory Bottleneck: This Sizzling ETF Lets You Buy Micron, Sandisk, SK Hynix, and Samsung for Less Than $100
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 6:53 AM PDT 4 min read
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Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastru
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastructure space. Also known as the memory wall, this bottleneck occurs when the performance of an AI accelerator, such as a graphics processing unit (GPU), is constrained by slower memory.
As a result, companies designing AI accelerator chips have been turning to high-speed, high-bandwidth memory (HBM) c
2026-06-15
morethanmoore.substack.com
2026-06-15
More Than Moore
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LPDDR6: Samsung/SK Hynix at ISSCC 2026
The Future of Memory
GAVIN BONSHOR
JUN 15, 2026
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2026-06-15
wccftech.com
2026-06-15
Wccftech
TSMC is expected to raise prices of its 2nm wafers, which might lead NVIDIA and Apple to consider using Samsung as an alternative.
We know that TSMC is already ramping up volume production of its cutting-edge 2nm process, which is also one of the most advanced technologies in the world. But the latest tech also comes at a high price. This is due to significantly higher demand & markups driven by
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.msn.com
2026-06-15
MSN
・The U.S. peace deal with Iran sent global markets higher on Monday.
・MU stock gained 8% in the premarket, while the Roundhill Memory ETF (DRAM) advanced 6%.
・Micron is scheduled to report its fiscal third-quarter results on June 24.
Micron stock rallied 8% in the premarket session on Monday, leading gains in the red-hot memory chip stocks, after U.S. President Donald Trump and Iranian official
2026-06-15
stocktwits.com
2026-06-15
Stocktwits
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2026-06-15
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2026-06-15
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MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
2 min read
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The U.S. peace deal with Iran sent global markets higher on Monday.
MU stock gained 8% in the premarket, while the Roundhill Memory ETF (DRAM) advanced 6%.
Micro
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain · Stocktwits
Yuvraj Malik
Mon, June 15, 2026 at 2:24 AM PDT 3 min read
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2026-06-15
www.digitimes.com
2026-06-15
digitimes
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea, and...
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2026-06-15
www.sammobile.com
2026-06-15
SamMobile
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TSMC remains the undisputed leader in advanced contract chip manufacturing. Samsung has made some strides recently but the gap between the two is quite significant and unlikely to be closed any time soon.
However, there's one area where Samsung enjoys the advantage and the lead, and it appears that TSMC now wants to ta
2026-06-15
wccftech.com
2026-06-15
Wccftech
The 2nm GAA process is slowly gaining traction through improved yields, with Samsung’s more mature 4nm and 8nm nodes increasing in utilization, becoming one of the reasons why the Korean giant is slowly approaching the path of profitability. Unfortunately, there’s always some resistance in the way, and according to the company’s semiconductor head, it’s performance-based bonuses and a mobile-centr
2026-06-15
news.google.com
2026-06-15
digitimes
2026-06-15
www.tweaktown.com
2026-06-15
TweakTown
Google is in talks with Samsung to build next-gen 'Icefish' TPU on 1.4nm and 2nm process split
Google's Icefish TPU may be split between Samsung and TSMC, with 1.4nm compute dies and 2nm memory I/O targeting a 2028 production timeline.
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Hassam Nasir
Tech Reporter
Published Jun 14, 2026 8:30 PM CDT
2-minute read time
TL;DR: Google is reportedly planning a multi-foundry strategy fo